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Danielle_Wong
Community Advisor
Danielle_WongCommunity Advisor
Community Advisor
March 21, 2016
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Interesting Moments Report

  • March 21, 2016
  • 3 replies
  • 4476 views

Is there a way to generate a list of interesting moments? For example, say Lead A filled out a 3 different forms. Can the report list out all 3 filled out forms activity in the list? Or will the lead only show up once in the report no matter how many different forms or interesting moments it has?

Thanks

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    Best answer by Dan_Stevens_

    This is fine for capturing the last IM before converting to an MQL (or any stage of one's lifecycle) - but not for an all up report on all interesting moments for a given lead.  Until Marketo captures/stores each IM separately for a lead/account, it's really not possible without creating a bunch of custom fields.

    3 replies

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    March 21, 2016

    Like this?

    Danielle_Wong
    Community Advisor
    Danielle_WongCommunity AdvisorAuthor
    Community Advisor
    March 21, 2016

    Similar, but literally a list of interesting moments, along with lead names.

    Interesting Moment  Lead A

    Interesting Moment  Lead B

    Interesting Moment  Lead C

    Interesting Moment  Lead A

    Interesting Moment  Lead A

    Interesting Moment  Lead A

    Danielle W.
    A
    Anonymous
    March 21, 2016

    If you build a smart list in the Lead Database "Had an Interesting Moment" is a filter. Pick which Interesting Moment(s) that you want and then you can export the leads. Make sure in the view under the leads tab you include which relevant fields for interesting moments in your report.

    Josh_Hill13
    Josh_Hill13
    Level 10
    March 22, 2016

    How to Build Powerful Reports Using Marketo Interesting Moments - Marketo & Salesforce - Consulting Services | Perkuto

    Dan_Stevens_
    Dan_Stevens_Accepted solution
    Level 10
    March 22, 2016

    This is fine for capturing the last IM before converting to an MQL (or any stage of one's lifecycle) - but not for an all up report on all interesting moments for a given lead.  Until Marketo captures/stores each IM separately for a lead/account, it's really not possible without creating a bunch of custom fields.

    Danielle_Wong
    Community Advisor
    Danielle_WongCommunity AdvisorAuthor
    Community Advisor
    March 23, 2016

    Thanks for the info Josh and Dan! Hopefully Marketo will add the ability to generate a full list of interesting moments as a feature in the future.

    Danielle W.
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